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CRTO · NASDAQ · Advertising Agencies

Criteo (CRTO)

Connects advertisers and retailers through commerce data and AI.

$16.85
After hours−0.01 (−0.06%)
At close$16.86(+0.36%)
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Criteo S.A.CRTO
Communication Services

Performance Media combines targeting and ad-tech services, while Retail Media handles digital advertising inventory, audiences, and services. A global commerce-media system serves marketers, agencies, retailers, and media owners.

Performance Media combines targeting capabilities with supply and ad-tech services. Retail Media covers the purchase and sale of digital advertising inventory, audiences, and related services for retail-media networks.

The Commerce Intelligence Platform brings together commerce data, media access, and predictive AI for marketers, agencies, retailers, and media owners. Operations span many markets, with offices and shared workplaces across countries.

The ability to collect and use data depends on consumer choices, clients, publisher and retailer partners, browsers, technology changes, and regulatory or industry-standard changes. Cookie, tracking-technology, and bidding-network restrictions shape data access and ad-serving opportunities.

Company facts

CEOMichael Komasinski
ListedOct 30, 2013
ExchangeNASDAQ
HeadquartersParis, France
CountryFrance
Employees3,649
CIK0001576427
ISINLU3433852426

Market cap$844.1M
EPS (ttm)$1.97
P/E (ttm)8.53
ROE9.2%
P/B0.7486
P/S0.4530
Dividend yieldDiv yield—
Beta0.43vs XLC 0.88

Price target$22.25+32.0%Average of 35 analysts
ConsensusBuy21 of 35 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 24, 2026Huber ResearchDowngrade
Rating: Overweight
Rating: Underweight
Aug 20, 2026WedbushReiterate
Rating: —Target: —
Rating: OutperformTarget: $25
Aug 6, 2026Morgan StanleyReiterate
Rating: —Target: $29
Rating: Equal WeightTarget: $25
Aug 6, 2026BernsteinDowngrade
Rating: OutperformTarget: $43
Rating: Market PerformTarget: $20.50
Aug 6, 2026BMO CapitalTarget
Target: $35
Target: $20

Next report
Nov 4, 26
in 43 days
EPS estimate
$0.55
Revenue estimate
$239.4M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Jul '25Oct '25Feb '26May '26Aug '26Nov '26
Reported$1.75$1.10$0.92$1.31$1.30$0.73$0.80Pending
Estimate$1.37$0.75$0.70$0.89$1.36$0.57$0.71$0.55
Surprise+27.7%+46.7%+31.4%+47.2%−4.4%+28.1%+13.0%—

RevenueReportedEstimate

Feb '25May '25Jul '25Oct '25Feb '26May '26Aug '26Nov '26
Reported$553.0M$451.4M$482.7M$469.7M$330.0M$250.4M$255.5MPending
Estimate$331.3M$278.1M$274.6M$328.9M$328.9M$248.2M$263.4M$239.4M
Surprise+66.9%+62.3%+75.8%+42.8%+0.3%+0.9%−3.0%—
Estimate$0.55
ReportedDue Nov 4, 2026
Estimate$239.4M
ReportedDue Nov 4, 2026
View details

Debt to equity13.10%
Current ratio128.80%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$458.9M$553.0M$451.4M$482.7M$469.7M$541.1M$424.6M$428.0M
Net income$6.2M$71.1M$37.9M$21.3M$37.8M$47.6M$7.8M$11.2M
Net margin1.4%12.9%8.4%4.4%8.0%8.8%1.8%2.6%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$9.6M$94.5M$48.2M$30.5M$51.6M$72.5M$10.4M$15.0M
YoY growth−16.0%+7.0%+365.2%−17.6%+437.7%−23.3%−78.4%−50.7%

Balance sheet, Jun 30, 2026Cash & short-term investments $280.3M · Total debt $148.2M · Total assets $2.01B · Shareholders' equity $1.13B

Revenue
$428.0M
Operating income
$15.0M
Net income
$11.2M
View details

No dividends on record.

Institutions84.17%41.24M shares
134 holders · as of Jun 30, 2026
Insiders14.55%7.13M shares
9 holders · as of Sep 2, 2026
Other1.28%624.5K shares
remainder

49.00M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Neuberger Berman Group LLCInstitution
16.32%8.00Mas of Jun 30, 2026
DNB Asset Management AsInstitution
12.24%6.00Mas of Jun 30, 2026
Till Hufnagel1Insider10 percent owner
10.87%5.33Mfiled Sep 19, 2024
Morgan StanleyInstitution
10.03%4.92Mas of Jun 30, 2026
Senvest Management, LLCInstitution
9.38%4.60Mas of Jun 30, 2026
  1. Till Hufnagel's transaction reports restate only vehicles that traded; the 2024 ownership statement (5.33M) is used instead.

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 1, 2026Connor McGogneyofficer: Chief Financial Officer−276$17.50
Sep 1, 2026Ryan Damonofficer: Chief Legal Officer−1,079$17.50
Aug 28, 2026Ryan Damonofficer: Chief Legal Officer−789$17.28
Aug 28, 2026Connor McGogneyofficer: Chief Financial Officer−258$17.28
Aug 28, 2026Michael Komasinskidirector, officer: CEO−1,656$17.28
View details

  • Amazon

    Large advertising platform across performance and retail media

  • Alphabet Class A

    Google platform overlap in performance media and ad tech

  • Meta

    Large advertising platform in performance-media targeting

  • The Trade Desk

    Named DSP competitor across media access and targeting

  • Microsoft

    Large platform competitor in performance media and ad tech

  • Magnite

    Named SSP competitor in supply-side ad-tech services

  • PubMatic

    Named SSP competitor in supply-side ad-tech services

CompareAfter hours

CompanyPriceChange
Criteo$16.85−0.06%$844.1M8.54.60.5−47.1%
Amazon$254.98−0.02%$2.78T20.827.33.6+19.6%
Alphabet Class A$351.70+0.15%$4.30T17.826.19.6+24.2%
Meta$736.91+0.06%$1.89T27.924.28.3+28.0%
The Trade Desk$13.22+0.34%$6.53B16.3109.02.2+3.0%
Microsoft$497.64−0.09%$3.72T27.925.411.2+17.8%
Magnite$24.44−1.45%$3.62B23.021.24.9+9.4%
PubMatic$18.00+1.35%$835.1M—75.92.9+10.6%
Median21.926.14.9+17.8%